|
Torray Investment Partners
|
41,406
|
2.3% |
Reduce |
history
|
|
Dodge & Cox
|
11,412,800
|
2.4% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
1,825
|
<0.01% |
Reduce |
history
|
|
David Rolfe - Wedgewood Partners
|
73,672
|
5.6% |
Reduce |
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
2,132
|
<0.01% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
57,700
|
1.0% |
|
history
|
|
Leon Cooperman - Omega Advisors
|
245,705
|
4.1% |
|
history
|
|
Don Yacktman - Yacktman Asset Management
|
1,772,995
|
5.5% |
Reduce |
history
|
|
Farallon Capital Management
|
1,349,178
|
2.1% |
Add |
history
|
|
Lee Ainslie - Maverick Capital
|
331,607
|
2.4% |
Add |
history
|
|
John Rogers - Ariel Investments
|
578,397
|
1.9% |
Reduce |
history
|
|
Robert Olstein - Olstein Capital Management
|
13,000
|
0.70% |
|
history
|
|
David Katz - Matrix Asset Advisors
|
147,400
|
6.6% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
489,516
|
0.45% |
Add |
history
|
|
George Soros - Soros Fund Management
|
0
|
<0.01% |
Exit |
history
|
|
Steven Check - Check Capital Management
|
5,869
|
0.07% |
Add |
history
|
|
Polen Capital Management
|
7,151,377
|
5.9% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
336,436
|
0.67% |
Reduce |
history
|
|
Dan Loeb - Third Point
|
2,225,000
|
10.7% |
Add |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
9,201
|
0.06% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
1,811,809
|
5.5% |
Reduce |
history
|
|
Mairs & Power
|
2,047,386
|
7.6% |
Reduce |
history
|
|
Thomas Gayner - Markel Group
|
492,480
|
1.9% |
Add |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
3,024,399
|
3.9% |
Add |
history
|
|
Jensen Investment Management
|
2,891,977
|
7.2% |
Reduce |
history
|
|
Robert Karr - Joho Capital
|
590,800
|
42.0% |
|
history
|
|
Muhlenkamp & Co.
|
31,228
|
3.4% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
3,833,204
|
6.1% |
Reduce |
history
|
|
Glenview Capital Management
|
29,915
|
0.21% |
New |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
13,504
|
1.5% |
Reduce |
history
|
|
Gates Foundation Trust
|
39,286,170
|
31.9% |
Add |
history
|
|
Chase Coleman - Tiger Global Management
|
6,131,278
|
14.3% |
Add |
history
|
|
William Von Mueffling - Cantillon Capital Management
|
1,511,009
|
3.5% |
Reduce |
history
|
|
Hillman Capital Management
|
33,052
|
4.0% |
Reduce |
history
|
|
First Eagle Investment Management
|
1,543,608
|
1.3% |
Reduce |
history
|
|
Ako Capital
|
982,616
|
5.1% |
Reduce |
history
|
|
First Pacific Advisors
|
0
|
<0.01% |
Exit |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
1,372,582
|
8.8% |
Add |
history
|
|
Senator Investment Group
|
185,000
|
3.3% |
|
history
|
|
Triple Frond Partners
|
253,304
|
10.1% |
|
history
|
|
Lewis Sanders - Sanders Capital
|
12,632,666
|
8.4% |
Reduce |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
3,719,967
|
17.4% |
Reduce |
history
|
|
Corvex Management
|
173,661
|
3.0% |
Add |
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
1,017,260
|
11.5% |
Add |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
1,652,960
|
9.9% |
Add |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
1,225
|
<0.01% |
|
history
|
|
Vulcan Value Partners
|
1,346,478
|
6.5% |
Reduce |
history
|
|
Nehal Chopra - Ratan Capital Management
|
33,250
|
7.9% |
Add |
history
|
|
Glen Kacher - Light Street Capital Management
|
63,933
|
5.9% |
Add |
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
19,494
|
2.7% |
Reduce |
history
|
|
Terry Smith - Fundsmith
|
8,648,822
|
12.4% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
1,300,909
|
4.8% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
80,000
|
0.40% |
Add |
history
|
|
Altarock Partners
|
2,211,512
|
17.5% |
Reduce |
history
|
|
Francois Rochon - Giverny Capital
|
3,600
|
0.06% |
Add |
history
|
|
Chris Hohn - Tci Fund Management
|
0
|
<0.01% |
Exit |
history
|
|
David Tepper - Appaloosa
|
1,635,000
|
10.2% |
Add |
history
|
|
Cathie Wood - Ark Investment Management
|
50,964
|
0.12% |
Reduce |
history
|
|
Ruane, Cunniff & Goldfarb
|
692
|
<0.01% |
|
history
|
|
Dan Sundheim - D1 Capital Partners
|
1,706,990
|
7.8% |
Add |
history
|
|
Josh Tarasoff - Greenlea Lane Capital Management
|
89,640
|
10.1% |
|
history
|
|
Gavin Baker - Atreides Management
|
649,162
|
6.7% |
New |
history
|
|
Grant Wonders - Voyager Global Management
|
300,000
|
4.4% |
Add |
history
|